PPS Getting Started Manual

Proficy
Process Systems*
GETTING STARTED
Version 2.00 SP1

July 2011
GFK-2487D
first draftGetting Started with Proficy Change Management 1

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including photocopying and recording, without permission in writing from Getting Started with Proficy Change Management
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Contents
1 Welcome to Proficy Process Systems* 1
Engineering Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
Operator consoles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Application Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
System Server Components . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Batch Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
Important Product Information . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Requirements for Optional Components . . . . . . . . . . . . . . . . . .7
Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
Product Authorization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Hardware Key Authorization . . . . . . . . . . . . . . . . . . . . . . . . .20
Contact Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
General Contact Information . . . . . . . . . . . . . . . . . . . . . . . . . .21
Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
Americas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
Europe, the Middle East, and Africa (EMEA) . . . . . . . . . . . . . . .21
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
Asia Pacific . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
2 Engineering Workstation 23
Logic Developer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
Targets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
Hardware Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
Engineering Workstation Help . . . . . . . . . . . . . . . . . . . . . . . . .28
iFIX* . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29
CIMPLICITY* . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
GFK-2487D Proficy Process Systems* 2.00 SP1 i

Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Viewers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Servers, Viewers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
3 EGD 31
EGD Configuration Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Device Configuration tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
EGD Management Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
EGD Management Edition OPC Server . . . . . . . . . . . . . . . . . . . . . 34
4 Operator Console 35
iFIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
CIMPLICITY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Running and Online System Monitoring . . . . . . . . . . . . . . . . . . . . 36
Supported Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
5 Application Server 37
iFIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
CIMPLICITY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Supported Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
6 System Server 39
Historian Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Collectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Web and Non-Web Administrators . . . . . . . . . . . . . . . . . . . . . . . 41
Historian OLE DB Provider . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Excel Add-In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Historian SDK . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
7 Batch Execution Server 43

Equipment Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Recipe Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
ii Proficy Process Systems* 2.00 SP1 GFK-2487D
ii Proficy Process Systems* 2.00 SP1 first draft

Phase Logic Interface (PLI) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
OPC Specification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
GE SRTP OPC Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46
Watchdog Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46
8 Change Management 47
Using Proficy Change Management for the First Time . . . . . . . . . .48
Centralized Storage & Version Control . . . . . . . . . . . . . . . . . . . . .50
Access Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Audit Trailing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Custom Project Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
Factory Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
GFK-2487D
GFK-2487D Proficy Process Systems* 2.00 SP1 iii
first draft Proficy Process Systems* 2.00 SP1 iii

1 Welcome to Proficy Process Systems*
Congratulations on your purchase of Proficy Process Systems. Proficy Process
Systems is a complete, tightly integrated, seamless process control system with
PACSystems/PAC8000 Controllers, Proficy™ HMI/SCADA, and Proficy™
production management software to provide control, optimization, and
performance management to manage and monitor batch or continuous
manufacturing. It delivers the tools required to design, implement, document, and
maintain an automated process. These tools are as follows:
Engineering Workstation*
Operator Consoles
Application Servers
Proficy Process Systems includes these products, optional components, and
features:
Products to install
Proficy™ HMI/SCADA (iFIX or CIMPLICITY): two separate HMI applications.
Logic Developer: a software tool for programming the full line of GE IP
Controllers. For more information, see Logic Developer: Getting Started (GFK-
2485N).
Optional Components
System Server Components: applications for alarm and EGD data management
as well as collection.
Batch Execution Server: a recipe management and batch execution system.
Change Management: a version control, security, and audit trail system.
Other Features
Ethernet Global Data (EGD) tools:
EGD Configuration Server: enables you to publish function block data
created with Engineering Workstation on an operator console or
Application Server. This tool is included with the installation of both
HMI/SCADA products with Engineering Workstation.
EGD Management tool: provides a high-level view of the EGD system
published on the EGD Configuration Server. This tool is included with all
installations except for HMI/SCADA CIMPLICITY on an operator console.
GFK-2487D Proficy Process Systems* 2.00 SP1 1

We lco me to Proficy Process Systems*
1
EGD Management Edition OPC Server: consumes function block data

published on the EGD Configuration Server. This tool is included with all
installations except for HMI/SCADA CIMPLICITY on an operator console.
OPC client: browses the EGD Management Edition OPC Server for function
block data consumed from the EGD Configuration Server. This device
communication protocol is included with the installation of HMI/SCADA
CIMPLICITY on an operator console.
Advanced, high-precision standard function blocks for use with Logic
Developer in Engineering Workstation.
OLE for Process Control (OPC): a data and I/O information transfer protocol
providing interoperability among devices from different manufacturers.
Web Access features that access real-time HMI data any time, from anywhere.
Engineering Workstation
Engineering Workstation is an environment with these components:
Logic Developer
An HMI/SCADA product
Proficy HMI/SCADA iFIX with the Proficy Alarm and Event (AE) OPC Server
and the Proficy Alarm Viewer
- or -
Proficy HMI/SCADA CIMPLICITY (without SQL Express)
- or -
Proficy HMI/SCADA CIMPLICITY (with SQL Express)
Note: Installing SQL Express with CIMPLICITY may take a significant
amount of time.
EGD Configuration Server
EGD Management tool (EMT)
EGD Management Edition OPC Server
Proficy Process Systems Notification Service
For more information about working with Engineering Workstation, see
“Engineering Workstation” on page 23.
2 Proficy Process Systems* 2.00 SP1 GFK-2487D

Welcome to Proficy Process Systems*
Operator consoles
An operator console installation includes an HMI/SCADA product with separate
components:
Proficy HMI/SCADA iFIX - or - Proficy HMI/SCADA CIMPLICITY
Proficy Alarm and Event (AE) OPC Server
Proficy Alarm Viewer
For more information, see “Operator Console” on page 35.
Application Servers
An Application Server installation includes an HMI/SCADA product with separate
and common components:
Proficy HMI/SCADA iFIX - or - Proficy HMI/SCADA CIMPLICITY
Proficy Alarm and Event (AE) OPC Server
For more information, see “Application Server” on page 37.
System Server Components

A System Server Component installation provides options to install:
Historian
EGD OPC Server
EGD Management tool
Proficy AE OCP Server
Proficy Notification Layer
Proficy Common License
For more information, see “System Server” on page 39.

1 Important Product Information
Batch Server
A Batch Server installation includes:
Batch
SRTP driver
For more information, see “Batch Execution Server” on page 43.
IMPORTANT PRODUCT INFORMATION

For last-minute information, release notes, and supported hardware for Proficy
Process Systems products, see the Important Product Information (IPI) document
on the DVD. There are several ways to view this document:
When installing Proficy Process Systems, select Important Product Information
on the initial Launcher screen.
Browse the root folder of the DVD and double-click IPI_PPS.chm.
On the Proficy Process Systems Engineering Workstation Help menu, choose
Important Product Information.
When running Proficy Process Systems Engineering Workstation, click the
InfoView tab in the Navigator, expand the Proficy Process Systems library, and
then double-click the Important Product Information page.
When running Proficy Process Systems Engineering Workstation, click
Home on the InfoViewer toolbar, then to the left, under Get Started, click
What’s New.

System Requirements
SYSTEM REQUIREMENTS
O p e ra ti n g S y s te m s
The table below is the list of the operating systems that Proficy Process Systems
product supports:
Notes
Some Proficy Process Systems components may not be supported on some
operating systems. For detailed information, refer to the product’s
installation guide.
As a system, Proficy Process Systems no longer supports Windows 2000.
This includes the Windows 2000 Advanced Server. Individual components
of Proficy Process Systems may still support Windows 2000.
Supported by
Windows Server
Windows XP 2003 Standard or
Proficy Process
Professional Enterprise Editions Windows Vista
Systems Product
(Service Pack 3) (Service Pack 1 or
Revision 2)
Engineering Yes Not supported Yes

Workstation
Operator console Yes Yes Yes
with HMI/SCADA
iFIX
Operator console Yes Yes Yes
with HMI/SCADA
CIMPLICITY
Batch Yes Yes Yes
Historian Yes Yes Yes
Change Management Yes Yes Not Supported

1 System Requirements
Int e rne t E x plo r er

Internet Explorer 6.0 or greater
Note: Install Internet Explorer before installing Proficy Process Systems.
Ha rdwa re ( Mi nim um )
Intel Core Duo or AMD Athlon 64 X2 with 3 GB RAM
3 GB hard disk space. This includes:
2 GB hard disk space for Logic Developer
Note: Windows XP and Windows Vista computers require the Microsoft®
.NET Framework v1.1. If this is not yet installed, add 150 MB hard disk
space when installing Proficy Process Systems. .NET Framework is
included with Proficy Process Systems, so you do not need to install it
separately.
Warning: When installation of Proficy Process Systems and .NET
Framework is complete, do not install an older or beta version of .NET
Framework, otherwise the newest version of .NET Framework fails.
and
iFIX: 240 MB hard disk space
- or -
CIMPLICITY: 800 MB hard disk space
Add hard disk space for sample projects, temporary files, and growth
TCP/IP-compatible network interface adapter
Ethernet adapter
DVD drive
Device communication interfaces for your HMI product
If relational database software is used with CIMPLICITY or iFIX, one of these
must be installed:
Microsoft SQL Server 2000 (Service Pack 4)
Oracle 9i or greater
Microsoft Access 2000 or greater (iFIX only)
One parallel port or free direct-connect USB port for licence keys. Some touch
screens, pointing devices, and I/O drivers require a serial port. Order additional
ports for I/O hardware with the computer.
SVGA or better color graphics monitor and a 100% IBM-compatible, 24-bit
graphics card capable of 800x600 resolution and at least 65,535 colors

System Requirements
Two-button mouse or compatible pointing device (such as a touch screen)
Requirements for Optional Components

Consider these system requirements if you install any of these optional
components.
S y st e m S e rv e r Co m p o n ent s
Windows XP Professional or Windows Server 2003. Windows XP or greater is
required for the Alarm and Event archiver.
Microsoft IIS (Internet Information Server) for systems with Historian Web
Administrators
Network interface software for network communications. The TCP/IP network
protocol is required.
SQL Server 2000 or greater is required for “Use Existing SQL Server” option in
alarm and event archiving configuration
Microsoft Office 97 SR-1 or greater, Office 2000, Office XP, or Office 2003 for
the Historian Excel add-in

Historian Server hardware requirements

Pentium 4-based 2.0 GHz or better computer with 1 GB RAM
CD-ROM drive
100 MBit TCP/IP-compatible network interface adapter for network
communication and certain I/O drivers
Monitor capable of at least 1024x768 resolution
80 GB free hard drive space for the data archives, message files, buffer files, and
log files used by the system
Data Collector node hardware requirements
Pentium 4-based 2.0 GHz or better computer with 512 MB RAM
40 GB free hard drive space to store buffered data
CD-ROM drive
TCP/IP-compatible network interface adapter for network communication and
certain I/O drivers
Microsoft Cluster service hardware requirements
Pentium 4-based 2.0 GHz or better computer with 1 GB RAM
80 GB of local free hard drive space
40 GB shared SCSI hard drive (RAID preferred)
Two 100 Mbit TCP/IP-compatible network interface adapters for network
communication and certain I/O drivers (one for public network, another for
private network)
Note: The configuration of each server added to the cluster must be identical to
the other servers in the cluster.
EGD Ma nagement Ed ition OPC Serv er

Windows Vista, Windows XP Professional (Service Pack 3 or greater), or
Windows Server 2003
Software installed with the EGD Management Edition OPC Server:
EGD generic editor
Hardware key driver if using a keyed GE product

System Requirements
Batch Execution Server

Windows XP Professional (Service Pack 3 or greater), Windows Server 2003,
Standard or Enterprise Edition
Network interface software for network communication, if client/server is on
multiple computers. The TCP/IP network protocol is required.
Microsoft SQL Server 6.x, Microsoft SQL Server 7.x - Service Pack 3, Microsoft
SQL Server 2000 - Service Pack 2, Oracle 7.x, Oracle 8.x, Oracle 9i, or Oracle
10g for relational database software
Microsoft Visual SourceSafe 6.0, if using the WorkInstruction feature
Server Hardware Requirements
A Pentium III-based 500 MHz or better computer with 256 MB RAM
Note: If you are running an iFIX Server or iFIX client on the same computer, add
128 MB.
Virtual memory settings with 2 to 3 times the amount of physical memory
1 GB of hard disk space to install the product
Minimum of 500 MB free disk space to save and run projects
Recommended screen resolution of at least 1024 x 768, with small fonts, for all
monitors including Notebook monitors
Video display settings at 65,536 colors (recommended)
Client Hardware Requirements
Pentium III-based 500 MHz or better computer with 128 MB RAM
Note: If you are running an iFIX Server or iFIX client on the same computer, add
128 MB.
Virtual memory settings with 2 to 3 times the amount of physical memory
1 GB of hard disk space to install the product
Minimum of 100 MB free disk space to run applications
Recommended screen resolution of at least 1024 x 768, with small fonts, for all
monitors including Notebook monitors
Video display settings at 65,536 colors (recommended)
P r of i c y C h a n g e M a n a g e me n t S e r ve r
Windows XP Professional (Service Pack 3) or Windows 2003 Server (SP2 R2)

Note: Proficy Change Management is not supported in environments with

Microsoft Terminal Services or Microsoft Cluster Server. Windows Vista,
Windows XP Tablet PC Edition, and Windows XP Embedded are not supported.
Ethernet Network Adapter and the TCP/IP Network Protocol (100 Mbit)
Internet Explorer v7.0, Internet Explorer v6.0 Service Pack 1 or greater, or
Internet Explorer v5.5 with Service Pack 2 Q810847 or greater
Hardware Requirements
2.0 GHz Pentium-based computer recommended
Note: See your sales representative for server system recommendations based
on your projected number of Manager clients and the projected size of your
project database.
20 GB free hard disk space, plus storage space for project files
512 MB RAM (1 GB recommended)
Microsoft Visual SourceSafe 6.0d Build 31222 or greater, or Visual SourceSafe
2005
Note: 6.0d is acquired by installing the Microsoft Visual Studio 6 SP6 update.
For details, see Microsoft's web site at www.microsoft.com.
P r of i c y C h a n g e M a n a g e me n t c li en t
Note: Proficy Change Management is not supported in environments with
Microsoft Terminal Services or Microsoft Cluster Server. Windows XP Tablet PC
Edition, and Windows XP Embedded not supported.
Internet Explorer v7.0, Internet Explorer v6.0 Service Pack 1 or greater, or
Internet Explorer v5.5 with Service Pack 2 Q810847 or greater
1.5 GHz Pentium-based computer
50 MB hard disk space, plus storage space for project files (start with 500 MB)
Prof icy Change Manageme nt Schedule r Engine

Note: Windows Vista, Windows XP Tablet PC Edition, and Windows XP
Embedded are not supported.

System Requirements
Proficy Change Management client

Internet Explorer v5.5 with Service Pack 2 Q810847 or greater, or Internet
Explorer 6.0 with Service Pack 1 or greater
1.5 GHz Pentium-based computer
50 MB hard disk space in addition to hard disk space for Proficy Change
Management client

1 Installation
INSTALLATION
If you have problems installing Proficy Process Systems, please contact Technical
Support (see page 21).
T o i n s ta ll Pr o fi cy P ro ce s s S y st e ms E n g in ee r ing W o rk st a t io n
1. Start the Proficy Process Systems installation process.
Place the Proficy Process Systems installation DVD in the DVD drive. If you have
Autoplay enabled, the installation launcher splash screen appears. If it does not
appear, run Setup.exe on the root directory of the DVD.
2. Click Engineering Workstation to start the installation process.
Follow the on-screen prompts in the Proficy Process Systems Setup dialog, clicking
Next until you are asked to select the components to install.
If a previous version of Proficy Process Systems is installed on your computer, you
are prompted to uninstall it during the upgrade process. Do so only when asked to
by the installation process. Do not delete files left behind during uninstallation;
these are used by the new version.
3. Select the appropriate installation options.
In the Proficy Process Systems Setup dialog, choose one of the HMI/SCADA
products.
Note: If installing HMI/SCADA CIMPLICITY, you can choose whether or not to
install it with SQL Express.
Logic Developer
Note: By default, Logic Developer is selected for installation. Engineering
Workstation cannot run without Logic Developer.
4. Finish the installation.
Continue with the installation, following the prompts on each screen until done.
Important: By default, the EGD Configuration Server, EGD Management tool, EGD
Management Edition OPC Server, and Proficy Nofication Layer are installed with
Engineering Workstation regardless of the HMI product you installed.

Installation
T o i n s ta ll Pr o fi cy P ro ce s s S y st e ms o p e r a to r co n s o le
2. Click Operator Console to start the installation process.
In the Proficy Process Systems Setup dialog, install one of the HMI\SCADA
products.
T o i n s ta ll Pr o fi cy P ro ce s s S y st e ms A p p li ca ti on S e rv e r
2. Click Application Server to start the installation process.
In the Proficy Process Systems Setup dialog, install one of the HMI/SCADA
products.
Important: By default, the EGD Configuration Server, EGD Management tool, EGD
Management Edition OPC Server, and Proficy Nofication Layer are installed with
Engineering Workstation regardless of the HMI product you installed.
T o i n s ta ll S y s te m S e rv e r C om p o n e n ts

1 Installation
2. Click System Server to start the installation process.

3. Choose to install either the System Server or the Historian components. They can not be installed at the same time.
The installation process will need to be executed a second time if you want to install them both.
4. If you want to install the System Server, click System Server.
Follow the on-screen prompts in the Proficy InstallShield Wizard dialog, clicking
5. Select the components that will be installed.
7. If you want to install Historian then re-launch the Setup.exe, click System Server, then click Historian.
Follow the on-screen prompts in the Proficy InstallShield Wizard dialog, clicking
In the InstallSheild Wizard dialog, install the following:

Historian Server
Historian Server
Administrative Web Site (requires IIS 4.0). If you select this option, the
Historian Server is selected.
Alarm and Event Archiver. If you select this option, the Historian Server is
selected.
Note: Install this feature to process Proficy Process Systems Alarms and
Events.
Collectors
Choose from 11 collectors, or select the Collectors option to select all.
Historian Excel add-in
Historian Administrator
Proficy Historian client tools. This option is automatically selected.
Historian Documentation & Help
Historian Help & documentation
Historian sample applications
OLE DB
OLE DB driver
OLE DB samples

Installation
10. Select whether or not to restart your computer, and then click Finish.
T o i n s ta ll Pr o f i cy B a tc h E x e cu t i o n S e r ve r
2. Click Batch Server to start the install process.
3. Click Batch.
Follow the on-screen prompts in the Proficy Batch Execution dialog, clicking Next
each time.
4. Select whether or not to restart your computer, and then click Finish.
5. Restart the installation process and click Batch Server.
6. Click SRTP Driver.
Follow the on-screen prompts in the GES OPC Server Setup dialog, clicking Next
each time.
Click Done when the GE SRTP OPC Server is completely installed.

1 Installation
To i nsta ll Visual Source Saf e

1. Start the Visual Source Safe installation process.
Place the Visual SourceSafe installation CD in the CD-ROM drive. If you have
appear, run Setup.exe on the root directory of the CD.
2. Click Install.
Follow the on-screen prompts on the Installation Wizard for Visual SourceSafe
6.0d dialog, clicking Next, Continue, or OK.
Click OK, and then click Finish.

Important: Install Visual SourceSafe before installing Proficy Change Management
Server; otherwise, the Change Management Server installation fails.
T o i n s ta ll t h e P r of i c y C h a n g e Ma n a g e me n t S e rv e r
Proficy Change Management Server stores and manages the project database,
which is kept under version and access control. The Server uses Microsoft Visual
SourceSafe (a proven, reliable management program) for its version control system.
1. Ensure that the installation of Microsoft Visual SourceSafe used by Proficy Change Management has the latest
patches and service packs (at least v6.0d build 31222 or Visual SourceSafe 2005). For more information, see “To
install Visual Source Safe”.
2. Ensure to install the Server during normal business hours for Product Authorization (between 8 a.m. and 4 p.m.
Mountain Time). You must authorize the Change Management Server; authorization personnel are available only
during those times.
3. To use the Intellution iFIX custom product module, install iFIX to the same directory location on all Proficy Change
Management client computers with the same set of projects.
4. Start the Change Management installation process.
Place the Proficy Process Systems installation DVD in the CD-ROM drive. If you
have Autoplay enabled, the installation launcher splash screen appears. If it does
not appear, run Setup.exe on the root directory of the DVD.
5. Click Change Management.
In the Proficy Process Systems Setup dialog, install:
Change Management client

Installation
Under Support Product Modules, all products to be used with Change

Management
Scheduler
Change Management Server
The icon next to a feature indicates its install state. A red X means the feature will
not be installed. Click the icon to open a menu that enables you to change the
install state for that feature. When done, click Next.
Notes
The Modicon ProWORX module is included if you have ProWORX NxT
installed on the local computer. This means you cannot launch ProWORX NxT
except from the Proficy Change Management environment. To use Proficy
Change Management without ProWORX NxT projects, clear the Modicon
ProWORX module installation option.
If you have the Windows Firewall active (installed with Windows XP SP2 or
Windows Vista), you are asked whether you want Change Management to be
added to the exceptions list. If you decline (or if you enable the firewall at a
later date), you will have to manually enable the appropriate executable files in
the exceptions list before using Change Management.
Continue with the installation, following the instructions on each screen.
When the Proficy Change Management Server configuration dialog appears, click
OK to accept the default settings. Do not change any of the specified information
unless the SourceSafe database or Audit Trail database is moved from its default
installation location.
Note: To use Audit Trailing, share the Audit Trail database folder on the Proficy
Change Management Server with “Read” permissions. This enables users to read
audit trail data.

1 Installation
T o i n s ta ll t h e P r of i c y C h a n g e Ma n a g e me n t cl i en t
Install Change Management client on each computer that accesses the Change
Management Server. Change Management client is included when you install a
Change Management Server. You do not need to install the client separately on the
Server computer.
To install Change Management client, on the client computer, follow these steps:
1. Ensure that the Change Management client computer has a valid Ethernet network connection to the computer
running the Change Management Server.
2. To use the Intellution iFIX custom product module, install iFIX to the same directory location as that of all other
Proficy Change Management client computers with the same set of iFIX projects.
3. Start the Change Management installation process.
Place the Proficy Process Systems installation DVD in the CD-ROM drive. If you
have Autoplay enabled, the installation launcher splash screen should appear. If it
does not appear, run Setup.EXE on the root directory of the DVD.
4. Click Change Management.
In the Proficy Engineering Workstation Setup dialog, install the following:
Change Management client
Under Product Support Modules, all products to be used with Change
Management
(Optional) Scheduler
The icon next to a feature indicates its install state. A red X means the feature will
not be installed. Click the icon to open a menu to change the install state for that
feature. When done, click Next.
Notes
Ensure that Change Management Server is not selected to be installed.
The Modicon ProWORX module is included if you have ProWORX NxT
installed on the local computer; that is, you cannot launch ProWORX NxT
except from the Proficy Change Management environment. To use Proficy
Change Management without ProWORX NxT projects, clear the Modicon
ProWORX module installation.
If you have the Windows Firewall active (installed with Windows XP SP2 or
Windows Vista), you are asked whether you want Change Management to be
added to the exceptions list. If you decline (or if you enable the firewall at a

Installation
later date), you will have to manually enable the appropriate executable files in
the exceptions list before using Change Management.
7. You must specify the default Change Management Server for this client installation.
For information on using the Change Management Server the first time, see “Using
Proficy Change Management for the First Time” on page 48.

1 Product Authorization
PRODUCT AUTHORIZATION
Before developing projects in Proficy Process Systems, you must authorize the
software. If not, you have unrestricted use of the software’s features for only a short
trial period. The authorization process takes only a few moments and enables you
to take advantage of any product support for which you qualify.
To see the products you are currently authorized for, on the Proficy Process
Systems Help menu, point to Product Authorization and choose Authorize
Software. The Product Authorization dialog appears. If you have a hardware key in
a USB port, select Show Hardware Keys to view the authorizations provided by
that key.
Hardware Key Authorization

Hardware key authorization requires a special USB hardware key. This key
contains internal settings that enable the use of specific products and is set by your
dealer or retailer.
Hardware key authorization is for Windows Vista or Windows XP, and requires a
free USB port on your computer.
Important: If a component is not enabled on your hardware key, you can install it
but you cannot launch or use it.
T o a u tho r ize Pr o fi cy P ro ce s s S y st e ms p ro d u c ts w i th a h a r d w a r e k e y
1. Locate a free USB port on your computer.
The USB port is often located on the front or back of your tower case, or in the side
of a laptop computer. Sometimes a USB port is on your computer’s monitor.
2. Plug the hardware key into the USB port.
The first time you plug the key into a USB port, a progress dialog appears,
indicating that Windows is updating its system settings with the new hardware.
After the dialog disappears, the settings stored in the hardware key are active. You
can use the authorized Proficy Process Systems products.
Leave the hardware key in the port while using Proficy Process Systems. If you
remove the key, authorization for those products vanishes.
To move authorization to another computer, remove the hardware key from the
source computer and plug it into a USB port on the destination computer.

Contact Information
CONTACT INFORMATION
If you purchased this product though an Authorized Channel Partner, please contact them
directly.
General Contact Information

Online Technical Support & GlobalCare: www.ge-ip.com/support
Comments about our manuals or online help: doc@ge.com
Additional information: www.ge-ip.com
Solution Provider: solutionprovider.ip@ge.com
Authorization: authorization.ip@ge.com
Technical Support
If you have technical problems that cannot be resolved with the information in this
guide, please contact us by telephone or email, or on the web at www.ge-
ip.com/support.
Americas
Online Technical Support: www.ge-ip.com/support
Phone: 1-800-433-2682
International Americas Direct Dial: 1-780-420-2010 (if toll free 800 option is
unavailable)
Technical Support Email: support.ip@ge.com
Customer Care Email: customercare.ip@ge.com
Inside Sales: insidesales.ip@ge.com
Primary language of support: English
Europe, the Middle East, and Africa (EMEA)

Phone: +800 1-433-2682
EMEA direct dial: +352-26-722-780 (if toll free 800 option is unavailable or
dialing from a mobile telephone)
Technical Support Email: support.emea.ip@ge.com
Customer Care Email: customercare.emea.ip@ge.com
Inside Sales: insidesales.emea.ip@ge.com
Primary languages of support: English, French, German, Italian, Czech

1 Contact Information
Asia Pacific
Phone: +86-400-820-8208
+86-21-3217-4826 (India, Indonesia, and Pakistan)
Technical Support Email: support.cn.ip@ge.com (China)
support.jp.ip@ge.com (Japan)
support.in.ip@ge.com (other Asian locales)
Customer Care Email: customercare.apo.ip@ge.com
customercare.cn.ip@ge.com (China)

2 Engineering Workstation
Proficy Process Systems Engineering Workstation enables you to develop and
configure your process system. An Engineering Workstation installation includes
the following:
Logic Developer
HMI/SCADA iFIX
- or -
HMI/SCADA CIMPLICITY (with or without SQL Server)
When you install an HMI product with Engineering Workstation, you are installing
an operator console. This enables you to monitor and control the process. For
more information, see “Operator Console” on page 35.
When you install iFIX, the Proficy Alarm Viewer and Proficy OPC Alarm and Event
(AE) Server are installed. When you install HMI/SCADA(iFIX or CIMPLICITY), the
EGD Configuration Server, EGD Management tool, and EGD Management Edition
OPC Server are also installed. For more information, see “EGD” on page 31.
Optional components that you can install with Engineering Workstation are:
System Server
Change Management

Eng ineering Workstation
2 Logic Developer
LOGIC DEVELOPER
Proficy Logic Developer is next-generation software for programming GE IP
Controllers. Logic Developer provides all tools to create powerful process
applications. You can configure your Controller hardware, create and edit logic,
upload and download projects, and monitor and debug process program
execution.
Features:
Function Block Diagram (FBD) editor
Hardware Configuration
Ladder Diagram (LD) editor
Structured Text (ST) editor
Logic Developer is a complete solution for automation application development in
one package. Logic Developer has an integrated development environment and
tools. You spend more time building applications; less time learning the software.
For detailed information about Proficy Logic Developer, see the Logic Developer
online help and Proficy Logic Developer: Getting Started (GFK-2485N.pdf) on the
installation DVD or at www.ge-ip.com/support.

Logic Developer
The following illustrates a Logic Developer project:
Help Index
Navigator Toolchest
InfoViewer
Inspector
Companion
Data Watch
Feedback Zone
Projects
Before creating a Logic Developer project, consider:
The primary components your project will contain.
The GE IP Controller your project will run on.
With Logic Developer, you can build multiple projects for your requirements.
Want to know more? See the Projects section in the Proficy Logic Developer: Getting Started
manual (GFK-2485N) or, in the Engineering Workstation online help index, look up “projects”
and choose “Projects: an Overview”.

2 Logic Developer
Tools
Project development is supported by various tools, each of which is opened with a
button on the Tools toolbar.
Tool descriptions:
Navigator: A docking tool window with a set of tabs displaying information about
your development system in a hierarchical tree structure, similar to Windows
Explorer.
Feedback Zone: A docking window displays several types of output information
generated by Logic Developer.
Inspector: Lists properties and current settings for a selected object or element.
Data Watch: A run-time debugging tool to monitor and edit variable values.
Toolchest: A powerful storehouse of objects you can add to your project. You can
drag most items directly from the Toolchest into Logic Developer editors.
Companion: Provides useful tips and information while you work.
InfoViewer: An embedded Web browser that displays online help, reports, and
documentation associated with a project or target.
Want to know more? See the Tools section in the Proficy Logic Developer: Getting Started
manual (GFK-2485N) or, in the Engineering Workstation online help index, look up “tools” and
choose “Tools Toolbar”.
Variables
The Variables tab of the Navigator contains variables. A variable is a named data
storage space. A variable name represents a memory location in the target
Controller with the variable’s Ref Address property value.
Want to know more? See the Variables section in the Proficy Logic Developer: Getting Started
manual (GFK-2485N) or, in the Engineering Workstation online help index, look up “variables”
and choose “Variables: an Overview”.
Options
The Options tab of the Navigator contains option and preference settings. Options
are organized into folders and pages.
Want to know more? See the Options section in the Proficy Logic Developer: Getting Started
manual (GFK-2485N) or, in the Engineering Workstation online help index, look up “options”
and choose “Options tab (Navigator)”.

Logic Developer
Targets
A target represents a run-time destination of the program(s) developed with Logic
Developer. Each target contains all components for that target. Proficy Process
Systems Logic Developer supports the following GE families of Controllers:
PACSystems RX7i
PACSystems RX3i
A target is present in a project when you use a template to create the project. A
project can contain multiple targets.
One target is required for each Controller in your project, except with CPU
redundancy. In this case, one target contains a Primary Hardware Configuration
and a Secondary Hardware Configuration, which correspond to the primary
Controller and secondary Controller.
Want to know more? See the Targets section in the Proficy Logic Developer: Getting Started
manual (GFK-2485N) or, in the Engineering Workstation online help index, look up “targets”
and choose “Targets: an Overview”.
Communications with a PACSystems is required for storing and loading programs
or monitoring data values and Controller Status. Connect to a Controller from
Logic Developer over a serial, Ethernet, or modem connection, depending on the
Controller’s capabilities.
Target Controller:
Validates your targets
Works offline or online with a Controller.
Uploads from or downloads to a Controller.
Sets a Controller to Run or Stop mode while online in programmer mode.
Want to know more? See the Interacting with a Controller section in the Proficy Logic:
Developer Getting Started manual (GFK-2485N) or, in the Engineering Workstation online help
index, look up “interacting” and choose “Working with Targets”.
Hardware Configuration
Logic Developer supports PACSystems Controllers with their respective CPUs,
racks, and modules. The Logic Developer Hardware Configuration (HWC) enables
you to configure target equipment.
Want to know more? See the Hardware Configuration section in the Proficy Logic Developer:
Getting Started manual (GFK-2485N) or, in the Engineering Workstation online help index, look
up “Hardware Configuration: an Overview”.

2 Logic Developer
Engineering Workstation Help

Engineering Workstation includes detailed online help to access specific help
topics while working. Use the InfoViewer or Companion to access help.
Want to know more? See the Engineering Workstation Help section in the Proficy Logic
Developer Getting Started manual (GFK-2485N) or, in the Engineering Workstation online help
index, look up “help” and choose “Finding information in the Help”.

iFIX*
iFIX*
Windows-based HMI/SCADA component of GE’s family of software automation
products
Based on open component-based technology
Enables easy integration, interoperability between your plant floor and business
systems
Includes functional and architectural features that reduce automation project
design time
Enables simple system upgrades and maintenance
Provides seamless integration with third-party applications
Increases productivity
SCADA (Supervisory Control and Data Acquisition) portion of iFIX provides:
Monitoring
Supervisory control
Alarms
Control functions
Absolute integrity of data
Complete distributed networking capabilities
The HMI portion of iFIX is the window into your process. It provides all tools to
develop pictures that operators use to monitor your process.
For detailed information, see the iFIX online help and the Getting Started with
iFIX.pdf on the installation DVD or at www.ge-ip.com/support.

2 CIMPLICITY*
CIMPLICITY*
Windows-based HMI/SCADA component of GE's family of software automation
products
Scalable from a Human Machine Interface (HMI) to a fully networked
Supervisory Control and Data Acquisition (SCADA) system
The networking capabilities achieves integration levels that virtually eliminate
redundant configuration in a network.
Based on a client–server architecture with Servers and Viewers.
Flexibility to build a larger system with multiple smaller nodes without having
to purchase expensive server hardware.
Servers
Collect, distribute data
Licensed to collect data from 75, 150, 300, 700, 1500 or unlimited number of
device points. Exempted from the point count are:
Virtual points: they reside only in the computer
Points collected by another server. This I/O count architecture satisfies
customers with small single node systems, and leverages CIMPLICITY's
strong client-server architecture for multi-node systems.
Viewers
Connect to Servers
Full access to collected data to view and control actions
Servers, Viewers
Servers and Viewers are easily networked together to seamlessly share data
without replicating your point database from node to node. For example, points
are configured on a server only once. Screens are developed and stored in one
location on the network and accessed by any other CIMPLICITY display on the
network.
For detailed information, see CIMPLICITY online help.

3 Ethernet Global Data (EGD) is the primary Ethernet-based peer-to-peer
EGD
communications protocol for data and command exchanges for GE IP Controllers.
EGD enables repeated transmission of data exchanges from a Controller (producer)
to other devices such as HMIs (consumers). A producer supports several
exchanges, and any of these can be configured to be sent to a specific consumer
(unicast), to multiple consumers in a group (multicast), or to all consumers on a
network (broadcast).
The primary advantages of EGD are in distributed control applications that consist
of multiple Controllers with a supervisory layer consisting of HMI/SCADA nodes
sharing a common Ethernet network. Controllers produce data that interested
consumers (like an HMI) collect in configurable sets of transmitted data packets.
Proficy Process Systems has three EGD tools to communicate between Engineering
Workstation and your HMI products:
EGD Management Tool

EGD
3
Distributed Control
The following diagram demonstrates how EGD works. There are four devices in the
Ethernet Global Data exchange: two PACSystems Controllers, a computer running
Engineering Workstation, and an operator console with iFIX.
Controller A produces Exchanges 1 and 2 and consumes none. Controller A’s logic
triggers an event to generate a Command message to Controller B.
Controller B produces Exchange 3 and consumes Exchange 2.
The computer produces no exchanges and consumes Exchanges 1 through 3.
Exchange 1 is unicast. Exchange 2 multicast, where a single produced exchange is
subscribed to by more than one consumer.
iFIX on an operator console updates to the Configuration Server on the computer.
The configuration of each device is available in the Configuration Server on the
computer (can be located on any computer on the network). The EGD
Management tool generates EGD status and communication statistics.
Note: Proficy Process Systems supports redundant supervisory networks and Run
Mode Store (RMS). Redundant supervisory networks enable a redundancy
connection between operator console(s) and Logic Developer. RMS automatically
synchronizes all EGD exchanges in the EGD Configuration Server.
Want to know more? In the EGD Management Edition OPC Server online help, search for
“Supporting Redundant Supervisory Networks for Proficy Process Systems”. In the Engineering
Workstation online help index, look up “Run Mode Store (RMS)”.

EGD
EGD CONFIGURATION SERVER

Central repository for all EGD nodes on a network to expose their producer and
consumer configuration files.
Enables each device configuration tool to store EGD configuration information,
which can be shared with other information-requesting tools.
Configuration information is shared in a file repository with an XML schema,
representing EGD configuration.
Can be installed on the same computer with configuration tools or different
computer.
Device Configuration tool

Configures entire device and EGD
Transfers EGD configuration information to or from the Configuration Server
following its workflow, but adhering to the EGD configuration style
Validates the device configuration and EGD
Reports inconsistencies
Note: If EGD Configuration Server is removed or is no longer accessed by the EGD
Management Edition OPC server, all configuration to run the EGD OPC server can
be saved as a binary file (.EGD extension), or a .CSV file, regardless of whether the
configuration source is manual or extracted from ProducedData.xml files. In both
file types, structure variable information is also saved.
For more information, refer to the EGD Management Edition OPC Server online
help.
Want to know more? See the Ethernet Global Data (EGD) section in the Proficy Logic
Developer: Getting Started manual (GFK-2485N) or, in the Engineering Workstation online help
index, look up “EGD Configuration Server: Integration with Logic Developer”.

EGD
3 EGD Management Tool
EGD MANAGEMENT TOOL

The EGD Management tool (EMT) is optional and has these features:
Presents graphical view of the hierarchical and topological view of the EGD
network with animation for data flow, and health monitoring exceptions
Provides offline reporting of configuration conflicts and statistics to analyze the
EGD network
Monitors online transmission errors health
Launches device configuration tool to edit device EGD configuration
Provides online mode for EGD health overview. In this mode, EGD command
messages gather statistics and health information from each capable EGD
device.
Want to know more? See the Ethernet Global Data (EGD) section in the Proficy Logic
Developer: Getting Started manual (GFK-2485N) or, in the Engineering Workstation online help
index, look up “EGD Management tool”.
EGD MANAGEMENT EDITION OPC SERVER

Also named EGD OPC Server v7.40 or greater
Provides interface and communications protocol between the EGD service and
your process control software
Enables GE's HMI products to collaborate with other EGD-enabled products
Exposes EGD data to third-party OPC clients
Acts as an EGD data consumer: it can receive, process, and make use of all
EGD samples sent to the host computer with unicast, multicast, or broadcast
Automates its configuration with information stored on the common EGD
Configuration Server. For more information, see “EGD Configuration Server” on
page 33.
The EGD Configuration PowerTool configures how the OPC Server consumes data
from the target producers. The EGD Management tool can be accessed from the
PowerTool. For more information, see “EGD Management Tool” on page 34.
For more information about the EGD OPC Server, see the EGD Management
Edition OPC Server online help.

4 Operator Console
Proficy Process Systems operator consoles monitor and control a process at run
time. Operator consoles include:
Alarms and alarm messages
Want to know more? In the Engineering Workstation online help index, look up “EGD
Management Edition OPC Server connection” and “EGD Management tool.” For alarms and
alarm messages, see the HMI/SCADA (iFIX or CIMPLICITY) online Help.
IFIX
A Proficy Process Systems operator console with HMI/SCADA iFIX also includes:
HMI/SCADA iFIX with faceplates
OPC Alarm and Event (AE) Server
Want to know more? See the HMI/SCADA iFIX online Help. Also, in the Engineering
Workstation online help index, look up “OPC AE Server”.

Operator Console
4 CIMPLICITY
CIMPLICITY
A Proficy Process Systems operator console with HMI/SCADA CIMPLICITY
includes:
HMI/SCADA CIMPLICITY with faceplates
CIMPLICITY object builder
Want to know more? See the HMI/SCADA CIMPLICITY online Help.
RUNNING AND ONLINE SYSTEM MONITORING

1. Enable and test Proficy Process Systems Engineering Workstation.
2. On a Proficy Process Systems operator console, enable and test your system as follows:
Start the HMI run time to monitor the overall process control system.
Start the Alarm Viewer for alarm monitoring.
Verify the validity of the HMI faceplates and graphics.
Verify that alarms are being reported to the Alarm Viewer and that alarm
acknowledgments are being received by the Controllers.
Verify that the System Server (Historian) is capturing the correct historical data.
Test the validity of the Controller, network, and I/O bus redundancy.
Want to know more? In the Engineering Workstation online help index, look up “Engineering
Workstation”. See the HMI/SCADA (iFIX or CIMPLICITY) online Help.
SUPPORTED CONFIGURATIONS
Proficy Process Systems can be configured in one of the following ways:
Complete Configuration Basic Configuration
Engineering Workstation Engineering Workstation

One or more operator consoles N/A

5 Application Server
The Proficy Process Systems Application Server provides a client/server
architecture. Proficy Process Systems HMI/SCADA CIMPLICITY enables your
process system to integrate with a CIMPLICITY application.
The Application Server in Proficy Process Systems HMI/SCADA iFIX enables you to
extend your HMI/SCADA to include a database, third party devices, and virtual
tags.
IFIX
A Proficy Process Systems Application Server with HMI/SCADA iFIX includes:
HMI/SCADA iFIX with faceplates
Want to know more? See the HMI/SCADA (iFIX or CIMPLICITY) online Help. Also, in the
Engineering Workstation online help index, look up “EGD Management Edition OPC Server
connection”, “EGD Management tool,” and OPC AE Server.”

Application Server
5 CIMPLICITY
CIMPLICITY
A Proficy Process Systems Application Server with HMI/SCADA CIMPLICITY
includes:
HMI/SCADA CIMPLICITY with faceplates
Proficy Process Systems Notification Server
Want to know more? See the HMI/SCADA (iFIX or CIMPLICITY) online Help. Also, in the
Engineering Workstation online help index, look up “EGD Management Edition OPC Server
connection” and “EGD Management tool.”
SUPPORTED CONFIGURATIONS
Proficy Process Systems can be configured in one of the following ways:
Complete Configuration Basic Configuration
Engineering Workstation Engineering Workstation

One or more operator consoles N/A

6 System Server
The System Server provides EGD configuration, historical data, alarm and event
data, and project HMI configuration to all other elements in Proficy Process
Systems. The System Server contains the same components regardless of the
HMI/SCADA software being used.
EGD
Proficy AE OPC Server
Proficy Notification Service
Proficy Common Licensing
For information about EGD, see “EGD” on page 31.
Proficy Historian is a high performance data archiving system that efficiently

collects, stores, and retrieves time-based information at extremely high speed. A
typical architecture includes:
Historian Server
Collectors
Clients
A typical Historian System includes:
One or more Historian Data Collectors with various collection interfaces
One or more Historian Servers
One or more Historian Web Administrators or Non-Web Administrators
Historian OLE DB Provider
One or more Excel Add-In packages, installed on any client node
Programs using Historian SDK (Software Development Kit)
All clients communicate with the System Server through the Historian API.
For detailed information about Proficy Historian, see the Historian online help and
Proficy Historian Getting Started.pdf on the installation DVD or at www.ge-
ip.com/support.

System Server
6 Historian Server
HISTORIAN SERVER
The Historian Server is the central point for managing all client and collector
interfaces, storing and (optionally) compressing data and retrieving data. Tag data
(numbers, strings, BLOBs) is stored in a proprietary format in the archive database.
The archive database consists of several files; each file represents a specific time
period of historical data.
If licensed for the Alarm and Event option, then the Historian Server also manages
the storage and retrieval of OPC alarms and events in an SQL Server or MSDE
database.
Want to know more? See the Historian Server section in the Proficy Historian: Getting Started
manual.
COLLECTORS
Historian includes several types of data collectors for collecting data from a variety
of applications, such as iFIX 2.6 and greater, FIX 6.5 and greater, CIMPLICITY 5.5
and greater, OPC 1.0 or 2.0, OPC Alarms & Events, files (csv or xml), and OSI PI.
The Calculation collector performs math and analysis on Historian data and stores
the results on the server. The Server-to-Server collector has the same calculation
capabilities as the Calculation collector, storing the results on a remote server.
Want to know more? See the Historian Data Collectors and Historian File Collector sections
in the Proficy Historian: Getting Started manual or, in the Proficy Historian online help, look up
the “Historian Data Collectors” chapter in the Table of Contents.
CLIENTS
Client applications retrieve archived data through the Historian API. The Historian
API is a client/server programming interface that maintains connectivity to the
Historian Server and provides functions for data storage and retrieval in a
distributed network environment.
Want to know more? In the Proficy Historian online help, look up the “Guidelines for
Working with Clients” chapter in the Table of Contents.

System Server
Web and Non-Web Administrators
WEB AND NON-WEB ADMINISTRATORS

Historian Web Administrators run on any client(s) on the Internet or Intranet. They
connect to the Historian system through the Administration web site, which is
installed with the Historian Server. To support administration through a Historian
Web Administrator, first install and run the Microsoft® Internet Information Server
(IIS). You are not required to install IIS on the Historian Server. After IIS is installed,
remote clients with Internet Explorer 5.5 or greater can use the Administration web
site. If you installed client tolls on the IIS computer, you can use the Administration
web site from the server.
You can install the Historian Non-Web Administrator on any computer(s)
connected to the Historian Server through the API. With Historian Non-Web
Administrators, you do not need to install IIS.
Want to know more? See the Historian Web Administrators vs. Non-Web Administrators
section in the Proficy Historian: Getting Started manual or, in the Proficy Historian online help,
look up the “Using the Historian Administrator” chapter in the Table of Contents.
HISTORIAN OLE DB PROVIDER

The Historian OLE DB Provider is a data access mechanism where you can query
Historian product data using Structured Query Language (SQL) or other client
reporting tools.
The Historian OLE DB Provider enables regulated industries to create reports with
applications such as Seagate® Crystal Reports. It also enables current Historian
product users to integrate with other databases such as SQL Server, and other third-
party OLE DB-compliant applications.
Want to know more? In the Proficy Historian online help, look up the “Using the Historian
OLE DB Provider” chapter in the Table of Contents.

System Server
6 Excel Add-In
EXCEL ADD-IN
The Historian Excel add-in is a useful tool for presenting and analyzing data stored
in archive files. It enables you to design custom reports of selected data,
automatically process the information, and analyze results. You can also perform
tag maintenance functions in Historian, such as adding tags, importing or
exporting tags, or editing tag parameters.
Want to know more? See the Excel add-in section in the Proficy Historian: Getting Started
manual or, in the Proficy Historian online help, look up the “Using the Historian Excel add-in”
chapter in the Table of Contents.
HISTORIAN SDK
The Software Development Kit (SDK) enables you to write Visual Basic (VB) or
Visual Basic for Applications (VBA) scripts. You can create scripts to perform
selected repetitive or complex tasks or to create a custom user interface. To use the
SDK, create a VB/VBA project with the SDK as a project reference.
Want to know more? See the Historian SDK section in the Proficy Historian: Getting Started
manual or see the Historian SDK online help.

7 Batch Execution Server
The Batch Server is a powerful, easy to use recipe management and batch
execution software. Batch combines the power of DCOM/COM, ActiveX, OPC,
and relational databases with the ease of graphical configuration.
The Batch Server executes recipes to generate a specific product and interfaces
with Proficy Process Systems function blocks with OPC/SRTP communications
over an Ethernet network.
Batch Server communicates with Proficy Process Systems through the GE SRTP
(GES) OPC Server and must be installed on the same computer as the GES OPC
Server.
With Batch Server you can:
Create the area model with the Proficy Batch Equipment Editor.
Configure communication settings between Batch and the PACSystems
Controllers.
Create the recipe model with the Batch Recipe Editor.
Create phase logic in Proficy Process Systems with the Batch Phase Logic
Interface (PLI) function block and the Watchdog (WDOG) function block.
For detailed information about Proficy Batch Execution Server, see the Batch
Execution online help and Application Guide.pdf on the installation DVD or at
www.ge-ip.com/support.

7 Equipment Editor
EQUIPMENT EDITOR
The Equipment Editor is a graphical tool for configuring and maintaining area
models. In an area model, you define equipment entities, such as:
Area
Process Cells
Units
Equipment Phases
Control Modules
The Equipment Editor is integrated with the Proficy Batch WorkSpace application,
providing a central location for all your development needs.
Want to know more? See the Batch Execution and the ISA S88.01 Models section in the
Application Guide or, in the Batch Execution online help, look up “Equipment Configuration
Manual” in the Table of Contents.
RECIPE EDITOR
The Recipe Editor is a management tool for creating and maintaining flexible and
reusable recipes.
The Recipe Editor displays recipes graphically where you can build recipes by
selecting its tools, making recipe development quick and easy.
The Recipe Editor complies with the ISA-S88.01 (SP88) Batch Control standard and
supports industry-standard International Electrotechnical Commission (IEC) 1131-3
symbols and sequential function charts (SFC). These standards enable created
recipes to be easily understood by process engineers.
Want to know more? See the Developing Recipes section in the Application Guide or, in the
Batch Execution online help, look up “Recipe Development Manual” in the Table of Contents.

Phase Logic Interface (PLI)
PHASE LOGIC INTERFACE (PLI)

The Phase Logic Interface (PLI) is the interface between Batch Server and the phase
logic in the Controller. The PLI controls:
State transitions for phases
Communication between Batch Server and the process I/O phase logic
The PLI receives commands from Batch Server, the operator, or an external
interface, and then initiates a Controller phase logic module.
For example, when the PLI receives a START command from Batch Server, the PLI
initiates the Running module in the phase logic. If the PLI receives a STOP
command, it initiates the Stopping module.
Want to know more? See the Programming the Process Controller section in the Application
Guide or, in the Batch Execution online help, look up “PLI Development Manual” in the Table
of Contents.
OPC SPECIFICATION
Based on the Microsoft® OLE (Object Linking and Embedding) technology, OPC
(OLE for Process Control) provides greater interoperability between control
applications, field systems and devices, and from office/backoffice applications.
OPC servers, such as DCSs, Controllers, smart field devices, and analyzers,
provide real-time information and can communicate directly with Batch Server.
For detailed information about Batch Server, see the Application Guide and the
Batch Execution online help.
Want to know more? See the OPC Specification section in the Application Guide or, in the
Batch Execution online help, look up “OPC Specification”.

7 GE SRTP OPC Server
GE SRTP OPC SERVER

Proficy Batch Execution and Proficy Process Systems communicate by means of
the GE SRTP (GES) OPC Server. The GE SRTP OPC Server, v1.3.1.0, provides
connectivity to the GE PACSystems Controllers.
The GE SRTP must be installed on the same computer as the Batch Execution
Server and Proficy Process Systems software. Most of the GE SRTP OPC Server
configuration is completed when installing the OPC server on the Batch Server
computer.
Want to know more? In the Batch Execution online help, look up “Proficy Process Systems
and Proficy Batch Execution”.
WATCHDOG CONFIGURATION
The watchdog is a variable in the WDOG instance data on the process Controller.
Configure one watchdog per process Controller. Proficy Process Systems and Batch
Execution applications read this variable to ensure that the process Controller is
available for data requests.
To enable both Proficy Process Systems and Batch Execution to read the watchdog
variable in the Controller, configure the watchdog in both applications. The value
of the time-out interval and maximum number of consecutive failures for the
watchdog must be the same in both applications.
Want to know more? In the Batch Execution online help, look up “Understanding Watchdog
Communication”.

8 Change Management
Proficy Change Management is a powerful, flexible automation system
management tool to protect and coordinate all your projects throughout your
system’s life cycle. Version control, centralized storage, security, automatic
backups and more are all included.
Proficy Change Management provides:
Centralized Storage & Version Control: Tracks projects and safely stores
previous versions. This ensures that everyone uses the correct files and
databases, and virtually eliminates work loss.
Access Control: Allows only users with approved security to access, modify
projects
Audit Trailing: Tracks who did what, when, and why
Scheduler: Enables automatic completion of repetitive tasks such as backups
and compares
GE Proficy Software support: Integrated with other Proficy software to provide
a complete solution with Logic Developer, CIMPLICITY, iFIX
Third-party project support: Configured for variety of popular automation
products from Rockwell, Siemens, Schneider, Modicon ProWORX, Logicmaster
90-30 and 90-70, and Fanuc CNC
Factory Layouts: Organize your projects to better fit your company’s structure,
making it easier for users to navigate to a project.
Reporting Tools: Generate detailed audit trail reports
Electronic Signatures: For regulated companies. Provides an extra level of
control by requiring signatures for changes made to projects.
For detailed information, see the Change Management online help and Proficy
Change Management for Proficy Process Systems Getting Started (GFK-
2486M.pdf) on the installation DVD or at www.ge-ip.com/support.

Change Management
8 Using Proficy Change Management for the First Time
USING PROFICY CHANGE MANAGEMENT FOR

THE FIRST TIME
When using Proficy Change Management for the first time, the administrator must
set up users and assign passwords to enable them to access the Proficy Change
Management database on the server.
For detailed information, see “To install the Proficy Change Management Server”
on page 16 and “To install the Proficy Change Management client” on page 18.
U si n g P r o f i cy P ro ce s s S y st e ms w i th C h a n g e Ma n a g e me n t
1. Click , point to Programs, then Proficy, then Proficy Process Systems, and then click Proficy
Process Systems.
The Change Management Log On dialog appears.
2. Log on as “Administrator”.
Leave the password blank. For Domain, select the network domain of the Proficy
Change Management Server, if required. For Server, enter the Proficy Change
Management Server computer name.
Not sure where server is located? Click Browse Network to see available
computers or click Scan for Servers to scan the network (may take several
minutes).
Click OK.
3. If asked to select a Theme, choose Change Management, then click OK.
Themes are pre-configured sets of tools, toolbars, and other options for a specific
product or type of user.
4. Check out the Access Control folder.
In the Manager tab of the Navigator, right-click the Access Control folder, and
choose Check Out Access Control. Check out this folder to edit and configure
users, groups, permissions.
5. Set up a password for the Administrator user.
Create a unique password for the Administrator user in the Access Control folder.
This user always has full access to Proficy Change Management and databases.
If you do not create a password for this user, anyone can log in as an Administrator.
For details on configuring Access Control, see Chapter 4 in Proficy Change
Management for Proficy Process Systems Getting Started (GFK-2486M), or look up
“Access Control: an Overview” in the Proficy Change Management online help.
6. Recommended: Add users.

Change Management
Using Proficy Change Management for the First Time
Add users to the Access Control folder and assign them unique names and
passwords. The users you configure are associated with the Server you are logged
on to.
7. Recommended: Set up groups for your users.
After creating groups, configure their access permissions, then assign users to
groups.
8. Perform Product and Site-specific Modifications.
Depending on installed custom project modules, you may need to perform site-
specific modifications. See the Release Notes tab for the Change Management
product in Important Product Information document (IPI), PME_IPI_for_PPS.chm.
A link to this document is in the root folder of the installation CD.
IMPORTANT: After performing site-specific modifications, check in all changed
setting files under the “Custom Project Settings” folder in the Navigator. Do this
only once; other Change Management Clients automatically acquire updated
product type settings when connecting to the Change Management Server.
9. Check in the Access Control folder.
10. Exit Proficy Change Management.
Users added to the Change Management Server can log in from any client. When
site-specific modifications are complete, check in all changed setting files under
“Custom Project Settings” folder in Manager tab of the Navigator. You can do this
from only one Proficy Change Management client.

Change Management
8 Centralized Storage & Version Control
CENTRALIZED STORAGE & VERSION CONTROL

Version control is Proficy Change Management’s most important feature. With
version control, all project and Proficy Change Management data is stored in a
central location. You can:
Ensure that only one user makes changes to an item or project at a time.
Track who is currently working on an item or project.
Safely store previous project versions.
Roll back a project to a previous version.
ACCESS CONTROL
Access Control is Proficy Change Management’s security tool. You can:
Organize groups of users.
Allow or disallow group access to projects stored on the Proficy Change
Management Server.
Allow or disallow group Toolchest drawer access.
Allow or disallow groups from performing operations in Proficy Change
Management.
AUDIT TRAILING
Audit trailing enables you to:
Track actions performed in your process system.
Add a record to audit trail database when specific actions occur.
Generate audit trail reports for history of changes, actions.
View audit trail database in a compatible database application.

Change Management
Custom Project Support
CUSTOM PROJECT SUPPORT

Proficy Change Management supports Waltz*, Process Window*, native Proficy
Process Systems applications, and other applications. To manage other
applications, add them as custom products.
Predesigned custom product modules are available with Proficy Change
Management. You can select individual modules in the “Support Product
Modules” item under the “Manager Client” item when installing Proficy Change
Management. Otherwise, create a basic support module for a new third-party
application with the Add Custom Product Type Wizard.
FACTORY LAYOUTS
Factory Layouts organize your projects to fit your company’s structure as opposed
to how the Navigator organizes projects. This provides easy project navigation. For
example, you can lay out projects based on the structure of a factory, a plant’s
process, or any other way that makes sense to users who access projects through
Proficy Change Management. Engineers, technicians, and others can use layouts to
quickly access projects.

Change Management
8 Factory Layouts

Index
A run mode 27 G
stop mode 27
Access Control 47 GE SRTP OPC Server 46
ActiveX 43 uploading 27 graphical configuration 43
working offline 27
AE OPC Server 3, 23
working online 27
Alarm and Event OPC Server 3, 23
CPU redundancy 27 H
Alarm Viewer 3, 23
creating logic 24 Hardware Configuration 24, 27
Application Server 3
customer support 21 primary 27
Basic Configuration 38 secondary 27
Complete Configuration 38
hardware key
installation 13 D authorization 20
Archive Database 40 data archiving 39 help 28
audit trailing 47 Data Collectors 39, 40 Historian 1, 23, 39
authorization data exchange 31
installation 13
hardware key 20 DCOM/COM 43
system requirements 7
product 20 distributed control 32 Historian API 40
downloading projects 24
Historian Clients 39, 40
B downloading to a Controller 27
Historian Non-Web
Batch Equipment Editor 43, 44 Administrators 39, 41
Batch Execution Server 1, 23, 43 E Historian OLE DB provider 39, 41
installation 15 editing logic 24 Historian SDK 39, 42
system requirements 9 EGD 31, 39 Historian Server 39, 40
Batch Phase Logic Interface 43, 45 EGD Configuration Server 1, 23, 31, Historian Web Administrators 39, 41
Batch PLI 43, 45 33 historical data 39
Batch Recipe Editor 43, 44 EGD Management Tool 1, 2, 3, 23, HMI/SCADA products 1, 23
broadcast (EGD) 31 31, 34
EGD OPC Server 2, 3, 23, 31, 34 I
C system requirements 8
iFIX* 1, 2, 3, 23, 29
electronic signatures 47
Change Management 1, 23, 47 installation 13
Change Management Client Engineering Workstation 23 installation 12
help 28
installation 18 Application Server 13
installation 12
system requirements 10 Batch Execution Server 15
Change Management Scheduler options 26 Change Management Client 18
projects 25
system requirements 10 Change Management Server 16
tools 26
Change Management Server CIMPLICITY 13
installation 16 variables 26 Engineering Workstation 12
Equipment Editor 43, 44
system requirements 9 Historian 13
Ethernet Global Data 31
CIMPLICITY* 1, 2, 23, 30 iFIX 13
installation 13 Excel add-ins 39, 42 Operator Console 13
Collectors 39, 40 System Server 13
consumers 31 F Visual SourceSafe 16
Contact Information 21 factory layouts 47
Controllers 24, 36 function blocks 2 L
downloading 27 Logic Developer 1, 2, 23

Index
24 P Batch Execution Server 9

targets 27 Change Management Client 10
PACSystems RX3i* 27
Change Management
PACSystems RX7i* 27
M Phase Logic Interface 43, 45 Scheduler 10
Change Management Server 9
multicast (EGD) 31 PLI 43, 45
EGD OPC Server 8
producers 31
Historian 7
N product authorization 20
System Server 7
Proficy AE OPC Server 3, 23
Non-Web Administrators 39, 41 System Server 1, 23, 39
Proficy Alarm Viewer 3, 23
Proficy Batch Execution Server 23, installation 13
O 43 system requirements 7
OLE DB provider 39, 41 Proficy Change Management 23, 47
OLE for Process Control 2 Proficy Historian 23, 39 T
OPC 2, 43 Proficy software integration 47 targets 27
OPC Client 2 Proficy software support 47 validating 27
OPC Specification 45 project templates 27 technical support 21
Operator Console 3 projects 25 templates 27
Alarm Viewer 36 third-party project support 47
Alarms and alarm messages 35
Basic Configuration 36
R tools 26
Recipe Editor 43, 44
CIMPLICITY 36
CIMPLICITY object builder 36 recipe management 43 U
redundancy 27 unicast (EGD) 31
Complete Configuration 36
relational databases 43 uploading from a Controller 27
Controller 36
EGD Management Edition OPC reporting tools 47 uploading projects 24
requirements, hardware and
Server 35
EGD management Tool 35
software 5 V
HMI Faceplates 36 run mode validating targets 27
set a Controller 27
HMI run time 36 variables 26
I/O bus redundancy 36 version control 47
iFIX 35 S Visual SourceSafe
installation 13 scheduler 47 installation 16
Network 36 SDK 39, 42
OPC Alarm and Event Server 35 Software Development Kit 39, 42 W
Running and Online System SQL Server 2, 23
Watchdog configuration 43, 46
Monitoring 36 stop mode Web Administrators 39, 41
System Server 36 set a Controller 27
Welcome 1
options 26 support 21
working offline from a Controller 27
system requirements working online to a Controller 27
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Proficy

Version 2.00 SP1

first draftGetting Started with Proficy Change Management 1

GFK-2487D Proficy Process Systems* 2.00 SP1 i

7 Batch Execution Server 43

ii Proficy Process Systems* 2.00 SP1 GFK-2487D

ii Proficy Process Systems* 2.00 SP1 first draft

first draft Proficy Process Systems* 2.00 SP1 iii

GFK-2487D Proficy Process Systems* 2.00 SP1 1

EGD Management Edition OPC Server: consumes function block data

2 Proficy Process Systems* 2.00 SP1 GFK-2487D

System Server Components

GFK-2487D Proficy Process Systems* 2.00 SP1 3

IMPORTANT PRODUCT INFORMATION

4 Proficy Process Systems* 2.00 SP1 GFK-2487D

Engineering Yes Not supported Yes

GFK-2487D Proficy Process Systems* 2.00 SP1 5

Int e rne t E x plo r er

6 Proficy Process Systems* 2.00 SP1 GFK-2487D

Two-button mouse or compatible pointing device (such as a touch screen)

Requirements for Optional Components

GFK-2487D Proficy Process Systems* 2.00 SP1 7

Historian Server hardware requirements

EGD Ma nagement Ed ition OPC Serv er

8 Proficy Process Systems* 2.00 SP1 GFK-2487D

Batch Execution Server

GFK-2487D Proficy Process Systems* 2.00 SP1 9

Note: Proficy Change Management is not supported in environments with

Prof icy Change Manageme nt Schedule r Engine

10 Proficy Process Systems* 2.00 SP1 GFK-2487D

Proficy Change Management client

GFK-2487D Proficy Process Systems* 2.00 SP1 11

12 Proficy Process Systems* 2.00 SP1 GFK-2487D

GFK-2487D Proficy Process Systems* 2.00 SP1 13

2. Click System Server to start the installation process.

In the InstallSheild Wizard dialog, install the following:

14 Proficy Process Systems* 2.00 SP1 GFK-2487D

Click Done when the GE SRTP OPC Server is completely installed.

GFK-2487D Proficy Process Systems* 2.00 SP1 15

To i nsta ll Visual Source Saf e

Click OK, and then click Finish.

16 Proficy Process Systems* 2.00 SP1 GFK-2487D

Under Support Product Modules, all products to be used with Change

GFK-2487D Proficy Process Systems* 2.00 SP1 17

18 Proficy Process Systems* 2.00 SP1 GFK-2487D

GFK-2487D Proficy Process Systems* 2.00 SP1 19

Hardware Key Authorization

20 Proficy Process Systems* 2.00 SP1 GFK-2487D

General Contact Information

Europe, the Middle East, and Africa (EMEA)

GFK-2487D Proficy Process Systems* 2.00 SP1 21

22 Proficy Process Systems* 2.00 SP1 GFK-2487D

GFK-2487D Proficy Process Systems* 2.00 SP1 23

24 Proficy Process Systems* 2.00 SP1 GFK-2487D

The following illustrates a Logic Developer project:

GFK-2487D Proficy Process Systems* 2.00 SP1 25

26 Proficy Process Systems* 2.00 SP1 GFK-2487D

GFK-2487D Proficy Process Systems* 2.00 SP1 27